Judy Barber - Client Seminars

Client Seminars

We live in a culture that perpetuates the myth that money makes people happy. There is no question that wealth makes some aspects of life easier, but it makes others more complicated. Those who have accumulated or inherited money or found themselves suddenly wealthy often have concerns regarding gifting, privacy, friendship and philanthropy as well as issues that relate to financial education, estate planning, overlapping family, and family enterprise issues.

The topics below reflect the custom designed confidential client presentations, workshops and roundtable discussions that Family Money™ Consultants has provide for private banks, accounting charitable, estate planning and investment firms provide for their clients.

Raising Money Smart Kids in the Midst of Affluence: From Childhood through Adolescence, from Allowance to Estate Planning
Passing Assets Without Stealing Ambition: Tools to Promote Motivation, Resilience and Success
Building a Lasting Legacy: Tools for Successful Family Philanthropy
Money Anxiety: Passing the Sleep Test
Crafting the Investment Policy: Balancing Income and Growth for Multiple Generations
Promoting Consensus: Family Dynamics and Family Limited Partnerships
Taking Care of Relationships: A Positive Process for Prenuptial Agreements
Addressing Succession Planning: An Agenda for Transition

Setting Limits: Protecting Privacy and Avoiding Isolation

Seminars Presented

Judy Barber has provided client seminars for:

Bank of America Private Bank
Bessemer Trust
Council on Foundations
Deutsche Bank
Family Wine Business Forum
Harris Bank
Institute for Private Investors
Investors Management Institute
Moss Adams
Napa Valley Vintner’s Association
Northern Trust
San Francisco Foundation
Stanford University Alumni
Stanford Business, Law and Engineering Schools
St. Thomas University
Tulane University Family Business Center
Unified Wine & Grape Symposium
Young Presidents Organization

The Family Money™ Consultants website is the property of Judy G. Barber. Any use or reproduction of the contents without the prior written consent of Judy G. Barber is strictly prohibited. © 2012 by Judy G. Barber

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